Cohu, Inc., through its subsidiaries, provides semiconductor test equipment and services in the United States, Taiwan, China, Malaysia, the Philippines, Singapore, and internationally. It supplies test and inspection metrology automation systems, micro-electromechanical system test modules, test contactors, thermal subsystems, and data analytics software for semiconductor manufacturers and test subcontractors. The company also provides semiconductor automated test equipment for wafer level …
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Competitive advantage assessment
Key strengths
Strong Liquidity BufferLiquidity position is strong (score 0.89), providing operational cushion.
Key risks
ROIC Below WACC or PeersROIC at 28.6th percentile suggests inefficient capital deployment.
Below-Peer Operating EfficiencyOperating margin at 28.6th percentile indicates below-peer efficiency.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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Where COHU ranks in Semiconductor Equipment & Materials
Cohu, Inc. ranks #22 of 29
scored companies in Semiconductor Equipment & Materials by moat score — the top 76%.
The widest moat in the group is ASML Holding N.V. - New York Re (ASML)
at 83/100.
Moat scores for companies ranked near COHU in Semiconductor Equipment & Materials
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 27
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 38
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 20
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 57
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 31
· 15% of the moat score
Scale matters only when it converts into economics.
Cohu, Inc. (COHU) scores 32 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #22 of 29 scored companies in Semiconductor Equipment & Materials, the top 76%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 28 companies in Semiconductor Equipment & Materials. Its strongest defense is Resilience (57/100) and its weakest is Capital Efficiency (20/100).
How does Cohu, Inc. compare with other Semiconductor Equipment & Materials companies?
Cohu, Inc. ranks #22 of 29 scored companies in Semiconductor Equipment & Materials by moat score. The widest moat in Semiconductor Equipment & Materials is ASML Holding N.V. - New York Re (ASML) at 83/100. The companies ranked closest are Ichor Holdings (ICHR) at 34 just above it and Ultra Clean Holdings, Inc. (UCTT) at 32 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 28 companies in Semiconductor Equipment & Materials. The defenses are then weighted to produce the overall score out of 100.
Why is Cohu, Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Cohu, Inc.?
The Corporate Default template measures 6 defenses, and COHU scores: Pricing Power (24), Cost Advantage (27), Customer Stickiness (38), Capital Efficiency (20), Resilience (57), Scale & Market Position (31). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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